Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,075 | $131,835-73.4% | $108,582-67.7% | $273,972-87.2% |
| Participation rate | 42.9% | 83.5%-40.6pp | 79.6%-36.7pp | 83.0%-40.2pp |
| Annual return | 5.54% | -91.57%+97.1pp | -51.70%+57.2pp | 41.46%-35.9pp |
| Employer contribution / active EE | $769 | $4,913-84.3% | $3,758-79.5% | $4,869-84.2% |
| Participant deferral / active EE | $2,044 | $5,127-60.1% | $4,311-52.6% | $5,287-61.3% |
| Admin fee / account holder | $5,810 | $10,253-43.3% | $7,645-24.0% | $10,133-42.7% |